Dashboard
Income
Logged against ITR income heads
Distribution by Head (this FY)
Income — Last 12 Months
Breakdown by Head
Filter
Entries
| Date | Head | Source | Entity | Paid Into | Amount | Notes |
|---|
Expenses
Broad buckets with structured categories
By Entity — Personal vs Business (this FY)
Distribution by Bucket (this FY)
Expenses — Last 12 Months
Filter
Entries
| Date | Bucket | Category | Entity | Paid From | Amount | Notes |
|---|
Budget
Per-month budgets vs actual spend
Buckets
Monthly History
Monthly Tracker
Drill into any month or view trends over time
Month Detail
Trend View
Spend by Bucket
Income This Month
Other Inflows (Flagged External Credits)
Expense Distribution
Spend by Bucket & Category
Budget Adherence This Month
Subscriptions Charged
Net Flows by Account
Subscriptions
Recurring payments — auto-renews into Expenses on schedule
Quick Templates
Save a recurring income/expense once, then log it in one tap when it happens
Bank Accounts
Savings, current, salary, credit card & cash — feeds net worth, and can be linked as "Paid From" on expenses
Monthly Cash Flow — ${new Date().toLocaleDateString('en-IN',{month:'long',year:'numeric'})}
Accounts
| Name | Bank | Type | Balance | This Month | Limit / Utilization |
|---|
Transfers & Credit Card Repayments
| Date | From | To | Amount | Notes |
|---|
Investments
Mutual funds, equity & fixed deposits
Mutual Funds
Equity
FD / RD
Mutual Fund Holdings
| Scheme | AMC | Type | Units | Avg NAV | Current NAV | Invested | Current Value | P&L |
|---|
Loans
Reducing-balance amortisation · EMI & prepayment tracking
Net Worth History
Month-end snapshots, saved manually
Net Worth Over Time
Snapshot History
| Date | Investments | Bank Cash | Liabilities | Net Worth | Change |
|---|
Physical Assets
Gold, silver, real estate, vehicles — all feed into your net worth
Gold Price Reference
Today's gold rate (₹/g):
Assets
| Name | Type | Quantity | Purchase Cost | Current Value | Gain / Loss |
|---|
Lending Ledger
Track money you lend — debits your account when lent, credits back when repaid. Not income.
Record Repayment
Savings Goals
Track progress toward specific targets — tracked independently of your bank balances
Add Contribution
This updates the goal's progress only — it doesn't move money between your accounts. Use Bank Accounts / Investments to actually set the money aside.
Tax Planner
Old vs New regime · 80C dashboard · HRA calculator — for planning only, not a substitute for a CA's advice
Income Breakdown (this FY)
80C Utilization Dashboard
HRA Exemption Calculator (Old Regime only)
Other Old Regime Deductions
TDS Ledger (26AS / AIS)
New Tax Regime
Old Tax Regime
Advance Tax
Section 207–209 · quarterly instalment schedule
Instalment Schedule
Computation Basis
FY Comparison
Year-on-year income · expenses · tax
Income by Source
Expenses by Bucket
Entity Summary
Data & Backup
Where your data is actually being stored
Storage Status
Offline Mode
Checking…
Export
Download a full backup as JSON. Keep this safe — it's the only way to move your data to another browser or device.
Import
Restore from a previously exported JSON backup. This replaces all current data in this browser.
App Lock (PIN)
This is a basic deterrent, not encryption — anyone with direct access to this browser's storage could still read the underlying data. It just stops casual access through the app's interface.
Danger Zone
Permanently erase all income, expenses, investments, loans, accounts and tax data stored in this browser.
Settings
Standard is 50% for professionals u/s 44ADA.